Live Oak Financial Services, LLC

 

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

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